See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $267,702 | $210,408+27.2% | $153,485+74.4% | $145,922+83.5% |
| Participation rate | 75.0% | 82.1%-7.1pp | 77.1%-2.1pp | 80.3%-5.3pp |
| Annual return | 11.05% | 13.37%-2.3pp | 15.65%-4.6pp | 561.29%-550.2pp |
| Employer contribution / active EE | $5,089 | $6,048-15.8% | $5,039+1.0% | $4,660+9.2% |
| Participant deferral / active EE | $5,001 | $7,975-37.3% | $6,757-26.0% | $6,688-25.2% |
| Admin fee / account holder | $26,833 | $19,419+38.2% | $12,724+110.9% | $13,397+100.3% |